Sonoma Private Wealth LLC Vanguard Dividend Appreciation Transaction History
Sonoma Private Wealth LLC
- $61.6 Billion
- Q2 2024
A detailed history of Sonoma Private Wealth LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Sonoma Private Wealth LLC holds 1,470 shares of VIG stock, worth $267,760. This represents 0.44% of its overall portfolio holdings.
Number of Shares
1,470Holding current value
$267,760% of portfolio
0.44%Shares
1 transactions
Others Institutions Holding VIG
# of Institutions
2,192Shares Held
202MCall Options Held
464KPut Options Held
68.2K-
Bank Of America Corp Charlotte, NC21.7MShares$3.94 Billion0.35% of portfolio
-
Morgan Stanley New York, NY11.9MShares$2.17 Billion0.17% of portfolio
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Wells Fargo & Company San Francisco, CA10.2MShares$1.85 Billion0.46% of portfolio
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Vanguard Group Inc Valley Forge, PA8.99MShares$1.64 Billion0.03% of portfolio
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Strategic Financial Concepts, LLC San Antonio, TX8.78MShares$1.6 Billion0.34% of portfolio